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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,053 | $181,896-63.7% | $156,551-57.8% | $273,972-75.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 1367.94% | 30.74%+1337.2pp | 32.23%+1335.7pp | 41.46%+1326.5pp |
| Employer contribution / active EE | $13,659 | $6,248+118.6% | $5,501+148.3% | $4,869+180.6% |
| Participant deferral / active EE | $6,124 | $5,550+10.3% | $4,871+25.7% | $5,287+15.8% |
| Admin fee / account holder | $978 | $15,560-93.7% | $13,028-92.5% | $10,133-90.4% |